Terms of Service

Last updated: May 2026

Acceptance of Terms

By accessing or using ChosenCRM ("the Service"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, you may not use the Service. These Terms apply to all visitors, users, and others who access or use the Service.

If you are using the Service on behalf of a company or other legal entity, you represent that you have the authority to bind that entity to these Terms.

Description of Service

ChosenCRM is a customer relationship management platform designed for mortgage, real estate, solar, and insurance teams. The Service includes industry-specific pipelines, communications tools (power dialer, SMS, email), AI coaching, document management, reporting, and team accountability features.

The Service is provided on a subscription basis, billed per user per month. The current price is published on the pricing page. This price includes all core features across all supported verticals. Optional add-ons (such as Real Estate IDX integration) may be available at additional cost.

Account Responsibilities

When you create an account, you agree to:

  • Provide accurate, current, and complete information
  • Maintain the security of your account credentials
  • Notify us immediately of any unauthorized access or use
  • Accept responsibility for all activities under your account
  • Not share your account credentials with unauthorized individuals

You are responsible for maintaining the confidentiality of your login credentials and for restricting access to your account. We are not liable for any loss or damage arising from your failure to protect your account information.

Acceptable Use

You agree to use the Service only for lawful purposes and in accordance with these Terms. You agree not to:

  • Violate any applicable local, state, national, or international law or regulation
  • Use the Service to transmit unsolicited or unauthorized advertising, spam, or bulk communications in violation of applicable laws (including the TCPA, CAN-SPAM Act, and similar regulations)
  • Attempt to gain unauthorized access to any portion of the Service or any related systems
  • Interfere with or disrupt the integrity or performance of the Service
  • Reverse engineer, decompile, or disassemble any aspect of the Service
  • Use the Service to store or transmit malicious code or harmful content
  • Impersonate any person or entity or misrepresent your affiliation with any person or entity
  • Use the platform's calling, SMS, or email features in violation of telecommunications regulations

Payment Terms

The Service is billed monthly per user. By subscribing, you authorize us to charge your designated payment method on a recurring monthly basis.

  • Billing cycle: Subscriptions are billed monthly from the date of activation.
  • Payment methods: We accept all major credit cards and ACH bank transfers. Invoicing is available for qualifying teams.
  • Volume discounts: Discounts are available for teams. Contact us through the waiting list or support for pricing details.
  • Taxes: Prices are exclusive of applicable taxes. You are responsible for any sales, use, or value-added taxes.
  • Late payments: If payment fails, we will attempt to charge your payment method again. Continued failure may result in service suspension.

Cancellation and Refunds

You may cancel your subscription at any time through your account settings or by contacting support. Cancellation takes effect at the end of your current billing period.

  • 60-day money-back guarantee: New subscribers are covered by a 60-day money-back guarantee. If you are not satisfied with the Service within the first 60 days of your subscription, you may request a full refund. No questions asked.
  • After 60 days: Refunds are not provided for cancellations made after the 60-day guarantee period. You will continue to have access until the end of your current billing period.
  • Data export: Upon cancellation, you may export your data for 30 days. After that period, your data will be permanently deleted.

Intellectual Property

The Service, including its original content, features, and functionality, is owned by ChosenCRM and is protected by copyright, trademark, and other intellectual property laws.

  • Our content: All text, graphics, logos, icons, software, and other materials provided through the Service are our property or the property of our licensors. You may not copy, reproduce, distribute, or create derivative works without our written consent.
  • Your data: You retain all rights to the data you input into the Service. We do not claim ownership of your contacts, deals, documents, or any other data you create or upload. We only access your data as necessary to provide and improve the Service.

Limitation of Liability

To the maximum extent permitted by law, ChosenCRM and its directors, employees, partners, agents, suppliers, and affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, use, or goodwill, resulting from:

  • Your access to or use of (or inability to access or use) the Service
  • Any conduct or content of any third party on the Service
  • Any content obtained from the Service
  • Unauthorized access, use, or alteration of your transmissions or content

Our total liability for any claim arising from or related to these Terms or the Service shall not exceed the amount you paid us in the twelve (12) months preceding the claim.

Disclaimer of Warranties

The Service is provided on an "as is" and "as available" basis without warranties of any kind, whether express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Service will be uninterrupted, error-free, or secure.

Governing Law

These Terms shall be governed by and construed in accordance with the laws of the United States, without regard to conflict of law principles. Any legal action or proceeding arising under these Terms shall be brought exclusively in the courts located in the applicable jurisdiction, and you consent to the personal jurisdiction of such courts.

Changes to Terms

We reserve the right to modify these Terms at any time. When we make changes, we will update the "Last updated" date at the top of this page and, for material changes, we will notify you via email or a prominent notice within the Service.

Your continued use of the Service after any changes to these Terms constitutes your acceptance of the updated Terms. If you do not agree to the modified Terms, you should discontinue use of the Service.

Contact Information

If you have questions about these Terms of Service, please contact us: